Institutional Ownership Ishares Core S&P U.S Growth Et (IUSG)
This table provides information about the institutional ownership of Ishares Core S&P U.S Growth Et (IUSG). We have compiled data on the 760 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
469,146
shares
|
$67.1 Million
12.17% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
415,375
shares
|
$59.4 Million
0.13% of portfolio
|
Q3 2024
Added 22.63%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
405,832
shares
|
$58 Million
7.05% of portfolio
|
Q3 2023
Added 1.64%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
392,339
shares
|
$56.1 Million
9.2% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
369,413
shares
|
$52.8 Million
0.11% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
347,401
shares
|
$49.7 Million
0.28% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
344,137
shares
|
$49.2 Million
15.33% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
341,373
shares
|
$48.8 Million
13.8% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
331,602
shares
|
$47.4 Million
19.75% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
330,403
shares
|
$47.2 Million
0.08% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
300,670
shares
|
$43 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
294,271
shares
|
$42.1 Million
1.64% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
275,742
shares
|
$39.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.68%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
266,236
shares
|
$38.1 Million
13.69% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
266,071
shares
|
$38 Million
10.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
249,530
shares
|
$35.7 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
245,353
shares
|
$35.1 Million
0.12% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
244,624
shares
|
$35 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
243,573
shares
|
$34.8 Million
0.1% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
240,338
shares
|
$34.4 Million
16.93% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
239,955
shares
|
$34.3 Million
2.73% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
239,156
shares
|
$34.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
233,700
shares
|
$33.4 Million
0.07% of portfolio
|
Q3 2024
Added 375.97%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
232,863
shares
|
$33.3 Million
2.85% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
231,182
shares
|
$33.1 Million
1.38% of portfolio
|
Q3 2024
Added 5.55%
|